13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000950123-25-002359
Total Value
$556.8M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $245.3M | 44.05% |
| 2 | ISHARES MSCI JAPAN ETF (PCQ) | 46434G822 | 869,500 | $58.3M | 10.48% |
| 3 | COINBASE GLOBAL INC | COIN | 232,346 | $57.7M | 10.36% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 25,455 | $13.2M | 2.38% |
| 5 | APPLE INC | AAPL | 50,118 | $12.6M | 2.25% |
| 6 | ALPHABET INC | GOOG | 64,925 | $12.4M | 2.22% |
| 7 | AMAZON COM INC | AMZN | 55,492 | $12.2M | 2.19% |
| 8 | META PLATFORMS INC | META | 20,222 | $11.8M | 2.13% |
| 9 | SALESFORCE INC | CRM | 34,498 | $11.5M | 2.07% |
| 10 | VISA INC | V | 36,400 | $11.5M | 2.07% |
| 11 | MICROSOFT CORP | MSFT | 27,149 | $11.4M | 2.06% |
| 12 | MASTERCARD INCORPORATED | MA | 21,575 | $11.4M | 2.04% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 57,382 | $11.3M | 2.04% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 23,997 | $10.9M | 1.95% |
| 15 | NVIDIA CORPORATION | NVDA | 79,592 | $10.7M | 1.92% |
| 16 | QUALCOMM INC | QCOM | 59,794 | $9.2M | 1.65% |
| 17 | TEMPUR SEALY INTL INC | SGI | 159,029 | $9.0M | 1.62% |
| 18 | CSX CORP | CSX | 276,649 | $8.9M | 1.60% |
| 19 | NU HLDGS LTD | NU | 664,444 | $6.9M | 1.24% |
| 20 | DANAHER CORPORATION | 235851102 | 28,365 | $6.5M | 1.17% |
| 21 | ORACLE CORP | ORCL-PD | 33,933 | $5.7M | 1.02% |
| 22 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $3.9M | 0.71% |
| 23 | MERCADOLIBRE INC | MELI | 2,241 | $3.8M | 0.68% |
| 24 | VACASA INC | 91854V206 | 126,492 | $619,811 | 0.11% |